Economy
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Crude oil awakening in the Middle East: How this will impact investors
Conflict in the region has brought renewed market volatility and lifted oil prices, but well-diversified portfolios remain positioned to navigate the uncertainty. Daniel Casali, Chief Investment…
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War in Middle East likely to challenge inflation outlook, but investors need not overreact
Lindsay James, Investment Strategist at Quilter, reflects on the market impact of escalating tensions in Iran and the renewed focus on geopolitical…
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UK confidence falls, US tech cools, and AI triggers job cuts
Matt Britzman, Senior Equity Analyst at Hargreaves Lansdown, looks at the latest market moves as UK confidence dips, US tech momentum cools…
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PIMCO: Tariff ruling drives near-term uncertainty, with potential for longer-term stability
Tiffany Wilding, economist at PIMCO, and Libby Cantrill, head of public policy, assess the Supreme Court’s decision to strike down tariffs imposed…
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Spring Statement: Blockbuster unlikely, but announcements could weigh on UK economy & personal finances
Whilst the Chancellor is unlikely to announce any major policy decisions in next Tuesday’s Spring Statement, we will get to hear the…
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FTSE 100 tests new records, knockout NVIDIA numbers fail to impress
Derren Nathan, head of equity research at Hargreaves Lansdown, notes the FTSE 100 is holding near record highs above 10,800, supported by…
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A blizzard of tariffs | Idanna Appio, First Eagle Investments
Idanna Appio, portfolio manager and senior research analyst at First Eagle Investments, examines the Supreme Court’s ruling against the Trump administration’s tariff…
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UK ‘Fusty 5’ outpace Magnificent 7 giants as equity winds shift
The long dominance of US quality growth technology stocks faltered in 2025, with a basket of so-called ‘fusty’ UK value shares materially outperforming the American Magnificent Seven, according…
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Market report: Surplus surprise masks ongoing spending pressures
John Wyn Evans, head of market analysis at Rathbones, notes that January’s £30.4bn budget surplus was boosted by one-off tax receipts and…
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Industry experts react as UK inflation cools to 3% amid growing pressure for a March rate cut
UK inflation has fallen to 3.0% in the 12 months to January, down from 3.4% previously and marking its lowest level since…
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